Beatrice Advisors is a modern, independent, and trust-driven wealth management firm, ready to guide your life’s most important financial decisions and outcomes
Started in 2022 by philanthropist Christina Lewis, Beatrice Advisors is an independent, woman- and minority-owned multi-family office and investment firm, headquartered in New York City, that provides high-quality financial services to historically unadvised and under-advised individuals and families, designed around a vision to expand the demographics of wealth.
Building on her father Reginald F. Lewis’ legacy as a pioneering entrepreneur and the first African-American to build a billion-dollar company, as well as the important work of her mother, Filipino-American businesswoman and philanthropist Loida Lewis, Christina believes deeply in the importance of helping communities preserve and grow their impact, legacy, and financial empowerment.
Beatrice Advisors is an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services to a new generation of wealthy individuals and families.
Beatrice was founded to guide the next generation of wealth holders in securing their legacy and success. We believe the best way to achieve that is by creating an inclusive, welcoming environment that helps families and individuals prosper in line with their values for generations.
We are a proud equal-opportunity employer, and care deeply about the culture we build. Above all, our team strives to always be helpful, honest, sincere, proactive, and solution-oriented, aiming to meet and deliver the highest standards of excellence when it comes to serving our clients.
Our firm’s guiding values are:
Sep 18, 2024
Forbes
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors, which launched in June, is evaluating a range of private credit strategies on behalf of tax sensitive high- and ultra-high net worth investors.
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors is evaluating opportunities in US lower mid-market private equity, as well as venture capital.
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors is looking at opportunistic long/short hedge fund strategies, as it sees potential for alpha creation in the current market.
Jun 18, 2024
Face 2 Face Africa
Daughter of the only Black person on Forbes 400 list in 1991 makes history launching multifamily office